TWENTY-THIRD ANNUAL TAX SYMPOSIUM

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Symposium Agenda:

Opening Remarks
Steven D. Sallen

I. Affordable Care Act – Reporting and Recordkeeping Requirements
Marc S. Wise

• What Information Employers Must Report to the Government
• What Information Employers Must Maintain on its Employees
• What Information Must be Disclosed to the Employees

II. To Be or Not To Be (a Trustee) – That Is the Question
Robert D. Kaplow

• Why You Should Be the Trustee
• Why You Shouldn’t Be the Trustee
• Risks and Rewards

III. Federal Income Tax Issues Arising During the Life of a Partnership (or LLC)

• Partnership Formation
• Partnership Operations
• Liquidation of Partnership or Partnership Interest

IV. Rejuvenate That Retirement Plan

• What Employees Are Looking for in a Retirement Plan
• Increasing the Benefits for Owners
• Ways to Reduce Administrative Complexities

V. Recent Sales and Use Tax Case and Offer in Compromise
Richard F. Roth

• New Michigan Offer in Compromise
• New Sales Tax Case
• Andrie Inc. v Department of Treasury

VI. Roundup of Recent Tax Developments
William E. Sigler

• New Laws, Cases and Rulings
• Hot Topics
• Practice Pointers

VII. Let’s Talk Circular 230 – Three Case Studies
Charles M. Lax

• Deadbeat Clients and the Return of Client Information
• The Undated or Backdated Document
• Protecting Referral Sources and Conflicts of Interest

VIII. The Non-Compete Agreement: Employer’s Friend or Foe?

• My Potential New Hire Has a Non-Compete From His Former Job – Now What
• My Former Employee is Now My Competitor’s CEO! Factors to Consider Before the Attack
• The Expanding Non-Compete Versus the Tailored Non-Compete

IX. Married Couples and Joint Trusts: Has Portability Obviated the Need for Separate Trusts?
Geoffrey N. Taylor

• Planning Landscape
• Income, Gift, Estate, and Generation Skipping Transfer Tax Issues
• When and When Not to Use

X. The One Man Band
Stuart M. Bordman

• Planning for Sale of a Business Upon Death of the Owner When There is No Successor
• Action Necessary to Prepare a Business for Sale
• Accountant’s Role in Preparation for Sale

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